LongGMEXICOBJun 2026
Grupo México SAB
Tactile Fund initiated a significant position in Grupo México, focusing on the conglomerate's mining and rail assets. Through Southern Copper and ASARCO, the company controls…
GMEXICOB
1 published idea on Grupo México SAB across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Grupo México SAB: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Tactile Fund initiated a significant position in Grupo México, focusing on the conglomerate's mining and rail assets. Through Southern Copper and ASARCO, the company controls…